Dynamic Advisor Solutions LLC has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by Chief Executive Officer James Cannon on October 13, 2026, lists a total of 1,029 holdings across various sectors.
The portfolio includes a mix of large-cap technology companies, such as Apple Inc. and Microsoft Corporation, which are listed with significant share counts. The filing also details positions in energy companies like Chevron Corporation and Occidental Petroleum Corporation, as well as financial institutions including JPMorgan Chase & Co. and Bank of America Corp.
ETFs and other investment funds are also represented in the portfolio, with holdings in funds managed by BlackRock and other asset managers. The filing provides a comprehensive list of the firm's equity holdings as of the specified date.
